Substacks recommended by Nicholas Vardy

Recommended by Nicholas Vardy

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Twice monthly Microcap Recommendations

- Nicholas Vardy

The Market Mosaic

By Mosaic Asset Company

Divining the stock market's next move by looking at macro, technicals, and market internals. Long + short trade ideas.

Nice combo of technical and fundamental analysis as well as very good research pieces

- Nicholas Vardy

Capitalist Letters

By Capitalist-Letters

Deep fundamental thinking on equities, business, and geofinance.

📈 TKer by Sam Ro

The stock market usually goes up. News, data, and insights without the noise. For long-term investors with limited free time.

Compelling counternarrative to the doom and gloom of mainstream media.

- Nicholas Vardy

Motorhead

Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.

Excellent analysis you won't find in the MSM.

- Nicholas Vardy

The Intellectual Investor

By Vitaliy Katsenelson

Value Investing, Life/Philosophy and Classical Music Explained

SOVEREIGN WEALTH

By Carl Delfeld

SOVEREIGN WEALTH'S Grey Swan portfolio has a focus on hard assets to protect wealth from volatile stock markets, cyber attack risk, geopolitical risks, currency risk, and inflation risk. Sponsored by the Economic Security Council.

Serious strategic analysis on global investment-related events from a serious guy. Carl is no fly by night stock market neophyte. Great insights. Terrific writing. His book on US China relations ("Power Rivals") is outstanding.

- Nicholas Vardy

The Bubble Blog

By The Global Guru

Episodes from the history of financial manias

Excerpts from my upcoming book on the "History of Financial Manias."

- Nicholas Vardy

Tipping Point Profits

By Matthew Carr

Matthew Carr opens the book on his two decades of knowledge on market cycles, emerging trends, and tipping points. The biggest potential gains and highest probability for success are acting on repeating patterns at the moment of maximum opportunity.

My Weekly Stock

Each week, I share 3 momentum picks I hold for 5 days — backed by my proprietary algorithm and more than 800% return since 2019.

Greta overview of the markets from all angles

- Nicholas Vardy

StreetSmarts

By MarketLab

Deep-dives and financial analysis from an ex-Wall Streeter trying too hard to be funny. You get what you pay for (it's free)

Far East Mail

By Carlton Delfeld

A newsletter giving the inside story of money, power and politics in Asia.